WBS Task Lifecycle

If you own the project or are a Project Lead for the project, the top level that you have access to is the project, so you can add top-level tasks or add subtasks at any level in the Work Breakdown Structure (WBS). If you are not an owner or Lead but are assigned to a WBS task, the top level that you have access to is that task. You can add subtasks under your assigned tasks or under any subtask under your assigned task. You cannot add a subtask to a task that is in the Review or Complete states.

Anyone with access to a WBS task can view its lifecycle. WBS Task states are controlled by the Project Task policy, which contains these states:

Create

The task has just been created and an assignee specified. When a Project Lead is ready for work to begin on a WBS task, the Lead promotes it to Assign.

Assign

The system notifies assignees and the tasks appear by default on the assignee's WBS Tasks page.

Active

The assignees have begun work on the task. The system automatically promotes a task to Active when the % Complete is changed from 0% to any percentage less than 100. Alternatively, an assignee can promote the task to Active to indicate it is being worked on.

Review

Project members are reviewing the task and its deliverables. When 100% is entered for % Complete, the system automatically promotes the task to Review. Alternatively, the task can be promoted to Review and the system automatically changes the % Complete to 100%. Typically, an assignee creates a route to have route members review the task. The route can be created with the option to automatically complete the task upon completion of the route.

Complete

The task is complete. The system automatically promotes a task to Complete when an assignee enters an Actual Finish Date. Alternatively, an assignee can promote the task to Complete and the system enters the current date as the Actual Finish Date.